2024下半年展望：电改预期+分红利好运营商；静待光伏主材见底

Summary of Conference Call Company and Industry - The conference call involves Jia Yun International New Energy and its outlook for the second half of the year, specifically focusing on the photovoltaic sector [1] Core Points and Arguments - The analysis team, led by Zheng Mingkang, will present insights regarding the company's performance and market trends in the photovoltaic industry [1] Other Important Content - The presentation will include contributions from Wen Hao, who will provide detailed information on the photovoltaic segment [1]